Market Commentary

by Jeremy Bryan, CFA The first half of 2024 is now complete. The predominant investment theme of the year thus far has been the secular trend of artificial intelligence (AI),…

by Jeremy Bryan, CFA Stocks rallied in May and ended the month near all-time highs for the S&P 500. The index has been buoyed by technology, communications, and consumer companies…

Markets faced their first real correction in 2024 as stocks declined for the month. One of the reasons for the correction was renewed inflation fears as recent data points were…

Stocks had an impressive first quarter, rising across all segments with US large cap stocks continuing to lead the pack.  Performance has broadened out from the “Magnificent Seven” stocks (MSFT,…

The U.S. large stock market indices, the S&P 500, Dow Jones Industrial, and Nasdaq, are all creating new all-time highs on a regular basis and have displayed significant strength since…

In January, we had mostly positive performance for stocks, while bond performance was slightly negative. From an economic perspective, there is an increasing belief that we can avoid a US…

It was a very positive return month for stocks and bonds in November. After economic reports that reflected a calming inflation environment, assets rose in anticipation of a pause and…

After a September swoon, which is fairly common, there were hopes among investors that the markets could experience an October rally.  October did not provide respite from the selling pressure…

As we close the third quarter of 2023, investors are faced with a positive market for the year but also one that is currently in the midst of a market…

According to the US Department of Labor, Labor Day is an annual celebration of the social and economic achievements of American workers.  The American worker is certainly deserving of recognition…